The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / Retirement Investing

URL:  http://boards.fool.com/thanks-for-your-help-i-have-one-more-question-my-10456615.aspx

Subject:  Re: 403B Fees Date:  12/10/1998  4:15 PM
Author:  Cody Number:  7169 of 76398

Thanks for your help. I have one more question. My annuity allows me to invest in several of the Fidelity funds, one of them being the Spartan Index fund. I do have some of the money in it now and if I do not decide to cancel my contract, I plan to move all of it over shortly. Is investing in this fund through an insurance company going to give me the same rate of return than if I canceled my contract and paid the 5% penalty (which is about $250) and invested the money in the same fund directly with Fidelity? I currently pay a $30 fee per year. I have at least 25 years until retirement.

Thanks.
Copyright 1996-2014 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us